Adviser Investments LLC Purchases and Sells in Q3 2025

Adviser Investments LLC

$8.64 Billion
Q3 2025

Top Buys

Incresed Positions

261 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	395K + 2.81%	$56.02 - $60.3 $22.1M - $23.8M	14.5M $867M
AGG	509K + 7.67%	$97.75 - $100.75 $49.7M - $51.3M	7.14M $716M
AAPL	50.7K + 6.9%	$202.38 - $256.87 $10.3M - $13M	785K $200M
VTV	50.8K + 1.38%	$175.51 - $186.57 $8.92M - $9.48M	3.74M $697M
VWO	171K + 4.4%	$49.43 - $54.52 $8.44M - $9.31M	4.05M $219M
MSFT	28.7K + 7.5%	$491.09 - $535.64 $14.1M - $15.4M	412K $213M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QLYS	611K New	$127.89 - $150.07 $78.1M - $91.7M	611K $80.8M
SE	31.2K New	$146.23 - $196.5 $4.56M - $6.13M	31.2K $5.57M
NXPI	24.4K New	$205.16 - $239.07 $5M - $5.83M	24.4K $5.55M
EFAV	54.9K New	$81.76 - $86.36 $4.48M - $4.74M	54.9K $4.65M
ITT	20.4K New	$155.93 - $182.88 $3.17M - $3.72M	20.4K $3.64M
DAR	81.3K New	$29.74 - $39.45 $2.42M - $3.21M	81.3K $2.51M

Top Sells

Reduced Positions

184 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEP	-76.2K - 32.67%	$133.81 - $152.16 $10.2M - $11.6M	157K $22.1M
NYF	-170K - 48.0%	$51.6 - $53.44 $8.75M - $9.07M	184K $9.81M
VGIT	-131K - 18.88%	$58.97 - $60.36 $7.72M - $7.9M	563K $33.8M
CRM	-21.3K - 30.01%	$231.66 - $273.65 $4.93M - $5.82M	49.6K $11.8M
SPBO	-239K - 17.11%	$28.77 - $29.79 $6.89M - $7.13M	1.16M $34.4M
LDOS	-46.3K - 60.04%	$159.2 - $188.96 $7.38M - $8.75M	30.8K $5.83M

Activity Summary All Purchases 302 New Holdings 41 Increased Positions 261 All Sells 184 Reductions 184 Sold out 0 Calls 0 Puts 0

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